Portfolio Trade Alert: Equity, ETF, and Dividend Growth Models
As we discussed recently, our SECTOR ROTATION model flipped from growth to value. Furthermore, when we look at the stark drawdowns in breadth, equal-weight indices, and interest-rate-sensitive sectors, the potential for a rotation into these more distressed areas is compelling. We also see this divergence in the sector rotation analysis.
With that analysis, and as we head into the seasonally strong period of the year, we are rebalancing all three models.
In the equity model, we are taking profits in the growth factors and adding to the value sectors in the portfolio. We are also tax-loss harvesting in the bond sleeve and rebalancing the entire fixed-income sleeve back to target weights.
In the ETF Model, we are increasing the factor-rotation sleeve to 20% of the portfolio and rebalancing the remaining sector holdings to target weights relative to the S&P 500 Index. We are also doing the same rebalancing to the fixed-income sleeve.
In the Dividend Growth Model, we performed a quarterly rebalance to realign all positions to their target weights.
Equity Model Trades
- See the TRANSACTIONS TAB in the PORTFOLIO SECTION
ETF Model Trades
- See the TRANSACTIONS TAB in the PORTFOLIO SECTION
Dividend Growth Model Trades
- See the TRANSACTIONS TAB in the PORTFOLIO SECTION
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Lance Roberts is a Chief Portfolio Strategist/Economist for RIA Advisors. He is also the host of “The Lance Roberts Podcast” and Chief Editor of the “Real Investment Advice” website and author of “Real Investment Daily” blog and “Real Investment Report“. Follow Lance on Facebook, Twitter, Linked-In and YouTube
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